Capital Advisors Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 8,261 shares of JEPQ stock, worth $475,585. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,261Holding current value
$475,585% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
767Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.17 Billion0.09% of portfolio
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Morgan Stanley New York, NY16.6MShares$958 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC8.91MShares$513 Million0.21% of portfolio
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Bank Of America Corp Charlotte, NC7.91MShares$455 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA5.7MShares$328 Million0.07% of portfolio